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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,444 | $90,600-38.8% | $79,464-30.2% | $135,377-59.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.56% | 977.43%-983.0pp | 718.14%-723.7pp | 519.75%-525.3pp |
| Employer contribution / active EE | $7,280 | $3,068+137.3% | $2,800+160.0% | $4,779+52.3% |
| Participant deferral / active EE | $6,990 | $4,050+72.6% | $3,704+88.7% | $5,609+24.6% |
| Admin fee / account holder | $1,866 | $5,907-68.4% | $5,113-63.5% | $10,828-82.8% |